• FirefoxTry Yahoo Finance on Firefox »
  •  Dow Down0.23% Nasdaq Up0.27%

    Fidelity Capital & Income (FAGIX)

    9.95 Up 0.02(0.20%) Mar 24

    Risk as of Feb 27, 2017Get Risk for:
    Risk Overview 
    Morningstar Risk Rating:5
    Number of Years Up30
    Number of Years Down9
    Best 1 Yr Total Return(Dec 30, 2009):72.14%
    Worst 1 Yr Total Return(Dec 30, 2008):-31.90%
    Risk (Modern Portfolio Theory) Statistics 
    3 Years
    StatisticFAGIXCategory
    Alpha (against Standard Index)4.802.46
    Beta (against Standard Index)0.280.31
    Mean Annual Return0.470.28
    R-squared (against Standard Index)1.754.09
    Standard Deviation6.155.45
    Sharpe Ratio0.900.65
    Treynor Ratio19.7817.47
    5 Years
    StatisticFAGIXCategory
    Alpha (against Standard Index)6.604.54
    Beta (against Standard Index)0.390.44
    Mean Annual Return0.630.47
    R-squared (against Standard Index)3.937.68
    Standard Deviation5.705.10
    Sharpe Ratio1.301.12
    Treynor Ratio19.3213.38
    10 Years
    StatisticFAGIXCategory
    Alpha (against Standard Index)5.953.31
    Beta (against Standard Index)0.460.64
    Mean Annual Return0.690.52
    R-squared (against Standard Index)1.665.21
    Standard Deviation11.809.74
    Sharpe Ratio0.640.59
    Treynor Ratio15.578.55